Joel Kercher
Financial Analysis Lead at Evernorth Health Services- Claim this Profile
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Bio
Experience
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Evernorth Health Services
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United States
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Hospitals and Health Care
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700 & Above Employee
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Financial Analysis Lead
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Jan 2022 - Present
Greater St. Louis AD Hoc analysis relating to financial rebate and pricing audits, prepared monthly and quarterly use SQL to extract data and prepare reports for our client teams. Monthly and quarterly accruals ran at the end of the month. Utilized macros and SQL to pull accrual pricing and rebate data to show what we needed to adjust for. Run monthly Data fix reports and send them over to IT, would fix the data errors myself if the item count was under ten. Responsible for monthly adjustments… Show more AD Hoc analysis relating to financial rebate and pricing audits, prepared monthly and quarterly use SQL to extract data and prepare reports for our client teams. Monthly and quarterly accruals ran at the end of the month. Utilized macros and SQL to pull accrual pricing and rebate data to show what we needed to adjust for. Run monthly Data fix reports and send them over to IT, would fix the data errors myself if the item count was under ten. Responsible for monthly adjustments, assessments, and Full-detail reporting relating to accrual efforts. Show less
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Allianz
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Germany
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Financial Services
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700 & Above Employee
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Billing Analyst
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Sep 2021 - Jan 2022
O'Fallon, Missouri, United States Conducted detailed financial analysis for receivables management, utilizing strong communication skills for effective engagement with internal and external stakeholders. Achieved reconciliation of outstanding balances through data-driven insights. Led comprehensive analysis of receivables, taking ownership of discrepancy resolution. Applied advanced financial analysis techniques to resolve complex issues with external clients. Collaborated on various collection activities and… Show more Conducted detailed financial analysis for receivables management, utilizing strong communication skills for effective engagement with internal and external stakeholders. Achieved reconciliation of outstanding balances through data-driven insights. Led comprehensive analysis of receivables, taking ownership of discrepancy resolution. Applied advanced financial analysis techniques to resolve complex issues with external clients. Collaborated on various collection activities and projects, demonstrating a commitment to continuous learning in financial analysis and contributing to collection strategy enhancements. Show less
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TD Ameritrade
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United States
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Financial Services
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700 & Above Employee
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Financial Service Specialist
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Jun 2020 - Jan 2021
St Louis, Missouri, United States • Analyze financial information such as margin limits, cash on hand, and trading authorizations. • Explain financial investment terminology while listening and providing clients information regarding their goals and strategies • Reconcile payments and re-open closed accounts.
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Seasonal Sales Associate
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Oct 2017 - Jan 2018
Alton, Illinois Used basic sales knowledge to help customers find what they needed.
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Education
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Southern Illinois University Edwardsville
Bachelor's degree, Business Administration & Economics -
Lewis and Clark Community College
Associate's degree, Business Administration, Management and Operations